Several macro trends are forcing defined contribution record keepers and advisors to significantly change their business models, with the most prevalent being the decline of plan fees while the costs ...

More than fees and expenses should be considered when determining a recordkeeping partner ...

During a recent Retirement Plan Advisor RFP with an $80 million defined contribution plan, the main issues revolved around service after their prior record keeper was acquired. Their current RPA was ...

Colorado Springs, Colo., is searching for a record keeper for its $159 million 457 plan and $1 million 401(a) plan. The city is seeking firms that can provide plan record keeping, administration and ...